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Microsoft Dynamics CRM + Paddle Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Paddle

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Paddle

Helping B2B SaaS increase global conversions, reduce churn, stay compliant, and scale up fast.

Paddle Integrations

Best Microsoft Dynamics CRM and Paddle Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Paddle in easier way

It's easy to connect Microsoft Dynamics CRM + Paddle without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Payment

    Trigger when new payment made.

  • New Transaction

    Trigger when new transaction is coming.

  • New User

    Trigger when new user created.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Coupon

    Create a new coupon for the given product or a checkout.

  • Create Subscription

    Create a new subscription billing plan with the supplied parameters.

How Microsoft Dynamics CRM & Paddle Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Paddle as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Paddle with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Paddle

Microsoft Dynamics CRM is a Customer Relationship Management system that can help a company to manage its business interaction with customers. It is easy to use and is integrated with Microsoft Office applications. It connects the customer to the organization and enables the organization to understand their needs. It helps in tracking the customers, their behavior on the website, what they like and what they don't like. It can be used by an organization for managing sales leads, tracking opportunities and converting them into sales, managing customer service, managing the activities of employees working within the organization, improving the quality of products and services offered by the company to its customers. The information gathered by using Microsoft Dynamics CRM can be used for marketing purposes.

Paddle is a B2B platform that enables businesses to find suitable partners and work together efficiently. Paddle aims at helping businesses to create efficient connections between buyers and suppliers.

Integration of Microsoft Dynamics CRM and Paddle

Dynamics CRM has different applications including Sales, Marketing, Service, Lead management, Field Service, Project Service Automation, Operations, Business Intelligence (BI), etc. Paddle works as a channel between CRM applications and external systems. Paddle helps in importing data from external systems into CRM applications and vice versa.

Benefits of Integration of Microsoft Dynamics CRM and Paddle

CRM applications help in building relationships with customers for a company. Using Paddle ensures that all the information related to customers is up-to-date in the CRM application and there is no need for manual input during certain processes. As mentioned earlier, Paddle helps in integrating external systems such as ERPs with CRM applications so that information can be easily extracted from one system and imported to another system without any errors. Using Paddle also helps in integrating multiple CRMs deployed at different locations so that all information related to a single customer can be imported from all locations and saved in the central location. This makes it easier for the company to manage its business with respect to customers.

Microsoft Dynamics CRM and Paddle integration can help companies gain competitive advantage over other organizations by enhancing efficiency and effectively managing its business with respect to customers.

Category. Case Study

The process to integrate Microsoft Dynamics CRM and Paddle may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.